Taylor Financial Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,456
| Closed | -$280K | – | 97 |
|
|
2024
Q3 | $280K | Sell |
4,456
-255
| -5% | -$16K | 0.19% | 81 |
|
|
2024
Q2 | $278K | Sell |
4,711
-484
| -9% | -$28.6K | 0.21% | 74 |
|
|
2024
Q1 | $414K | Sell |
5,195
-555
| -10% | -$44.3K | 0.32% | 65 |
|
|
2023
Q4 | $454K | Buy |
+5,750
| New | +$454K | 0.37% | 57 |
|